Moss Adams Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 112 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 15.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Moss Adams Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,222
-7.6%
400.0%0.00%
Q2 2023$1,322
+5.3%
400.0%0.00%
Q1 2023$1,256
+22.9%
400.0%0.00%
-100.0%
Q4 2022$1,022400.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 439,674$17,517,0006.03%
RETIREMENT CAPITAL STRATEGIES 150,766$6,007,0002.44%
M Holdings Securities, Inc. 104,477$4,162,0000.53%
Wharton Business Group, LLC 91,732$3,655,0000.30%
Wealthcare Advisory Partners LLC 61,556$2,452,0000.22%
FLOW TRADERS U.S. LLC 41,169$1,640,0000.11%
Sunbelt Securities, Inc. 12,488$498,0000.10%
Glassman Wealth Services 8,680$346,0000.04%
THRIVENT FINANCIAL FOR LUTHERANS 270,610$10,782,0000.02%
Stonehage Fleming Financial Services Holdings Ltd 18,000$717,0000.02%
View complete list of ISHARES TR shareholders